Brian is an exceptional Wealth Advisor with a strong background in financial services. His commitment to understanding his clients on a personal level and his dedication to acting in their best interests as a Fiduciary are admirable qualities. His experience as a CERTIFIED FINANCIAL PLANNER™ and ...
more
Brian is an exceptional Wealth Advisor with a strong background in financial services. His commitment to understanding his clients on a personal level and his dedication to acting in their best interests as a Fiduciary are admirable qualities. His experience as a CERTIFIED FINANCIAL PLANNER™ and his CLU® designation demonstrate his expertise in various aspects of financial planning, from investment strategies to insurance and estate planning.
It's evident that Brian's education and professional journey have equipped him with a well-rounded skill set to serve his clients effectively. His involvement in lacrosse, both as a player and a coach, showcases his passion for community engagement and mentorship.
Outside of his professional endeavors, Brian's active lifestyle and love for the outdoors reflect a balanced approach to life. His engagement in activities like hiking, golfing, and traveling likely contributes to his ability to connect with clients on a personal level, understanding their goals and aspirations beyond financial matters. Brian grew up in Franklin, MA, and lives with his wife Sara and their dog Kaiser in Wrentham, MA.
Overall, Brian's blend of expertise, interpersonal skills, and personal interests make him a valuable asset to the Boston Retirement Group and a trusted advisor for his clients.
less
